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CAM

Cresset Asset Management Portfolio holdings

AUM $23.1B
1-Year Est. Return 27.05%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22.7B
AUM Growth
+$2.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,523
New
Increased
Reduced
Closed

Top Buys

1
+$154M
2
+$92.2M
3
+$42.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$35.1M
5
GLD icon
SPDR Gold Trust
GLD
+$26.7M

Top Sells

1
+$573M
2
+$51.2M
3
+$20.8M
4
PLTR icon
Palantir
PLTR
+$11M
5
STZ icon
Constellation Brands
STZ
+$7.18M

Sector Composition

1 Technology 23.56%
2 Financials 7.25%
3 Communication Services 6.25%
4 Industrials 3.08%
5 Healthcare 2.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1226
$296K ﹤0.01%
+2,963
1227
$295K ﹤0.01%
+26,925
1228
$294K ﹤0.01%
+20,590
1229
$293K ﹤0.01%
2,079
+57
1230
$292K ﹤0.01%
10,777
+25
1231
$292K ﹤0.01%
+534
1232
$291K ﹤0.01%
1,378
+111
1233
$291K ﹤0.01%
+3,762
1234
$291K ﹤0.01%
+9,759
1235
$291K ﹤0.01%
911
1236
$291K ﹤0.01%
7,415
+189
1237
$290K ﹤0.01%
3,100
1238
$290K ﹤0.01%
6,220
+466
1239
$289K ﹤0.01%
2,046
+76
1240
$289K ﹤0.01%
15,000
1241
$289K ﹤0.01%
1,615
+135
1242
$286K ﹤0.01%
65,850
1243
$286K ﹤0.01%
1,055
1244
$286K ﹤0.01%
2,509
+29
1245
$286K ﹤0.01%
3,014
+443
1246
$285K ﹤0.01%
+6,633
1247
$284K ﹤0.01%
58,276
-22,820
1248
$284K ﹤0.01%
4,730
+342
1249
$284K ﹤0.01%
4,333
1250
$283K ﹤0.01%
14,894
-2,905
48 49
50
51 52